Portfolio (Quarterly)
Guide ↗
Signal Advisors Wealth, LLC
· CIK 0002010926| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 46,646.0 | $1.1M | 0.08% | NEW | — | $23.81 | +56.2% |
| 222 | SYF | SYNCHRONY FINANCIAL | Financial Services | 16,272.0 | $1.1M | 0.08% | +14K | +491.3% | $68.02 | +6.0% |
| 223 | ANET | ARISTA NETWORKS INC | Technology | 8,979.0 | $1.1M | 0.08% | -1K | -11.7% | $122.77 | +25.7% |
| 224 | DSTL | ETF SER SOLUTIONS | — | 19,045.0 | $1.1M | 0.08% | NEW | — | $57.88 | +2.5% |
| 225 | FOCT | FIRST TR EXCHNG TRADED FD VI | — | 22,732.0 | $1.1M | 0.07% | +2K | +8.5% | $47.68 | +9.2% |
| 226 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 6,873.0 | $1.1M | 0.07% | +6K | +413.3% | $157.27 | -4.8% |
| 227 | O | REALTY INCOME CORP | Real Estate | 17,659.0 | $1.1M | 0.07% | +1K | +8.9% | $61.18 | +1.7% |
| 228 | QCOM | QUALCOMM INC | Technology | 8,378.0 | $1.1M | 0.07% | +6K | +218.8% | $128.77 | +81.2% |
| 229 | IWF | ISHARES TR | — | 2,491.0 | $1.1M | 0.07% | +111.0 | +4.7% | $426.39 | -70.5% |
| 230 | AIRR | FIRST TR EXCHANGE TRADED FD | — | 9,551.0 | $1.1M | 0.07% | +6K | +177.9% | $110.78 | +16.8% |
| 231 | PRU | PRUDENTIAL FINL INC | Financial Services | 10,820.0 | $1.1M | 0.07% | +1K | +13.0% | $97.69 | +3.9% |
| 232 | COWZ | PACER FDS TR | — | 16,427.0 | $1.0M | 0.07% | NEW | — | $62.56 | +2.5% |
| 233 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 1,022.0 | $1.0M | 0.07% | +151.0 | +17.3% | $996.56 | +0.7% |
| 234 | BAC | BANK AMERICA CORP | Financial Services | 20,711.0 | $1.0M | 0.07% | +2K | +11.2% | $48.75 | +4.8% |
| 235 | FJUN | FIRST TR EXCHNG TRADED FD VI | — | 17,770.0 | $1.0M | 0.07% | +10K | +143.1% | $56.50 | +5.6% |
| 236 | FNOV | FIRST TR EXCHNG TRADED FD VI | — | 18,662.0 | $996K | 0.07% | +2K | +10.2% | $53.40 | +9.0% |
| 237 | MSTR | STRATEGY INC | Technology | 7,959.0 | $993K | 0.07% | +669.0 | +9.2% | $124.79 | +23.6% |
| 238 | CI | THE CIGNA GROUP | Healthcare | 3,652.0 | $974K | 0.07% | +1K | +68.4% | $266.77 | +7.1% |
| 239 | CB | CHUBB LTD SWITZ | Financial Services | 2,959.0 | $965K | 0.07% | — | — | $325.96 | -1.6% |
| 240 | FDEC | FIRST TR EXCHNG TRADED FD VI | — | 19,307.0 | $960K | 0.07% | +3K | +17.7% | $49.72 | +9.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.1%
Financial Services
20.1%
Industrials
8.2%
Healthcare
8.0%
Consumer Cyclical
7.7%
Communication Services
7.0%
Energy
6.1%
Consumer Defensive
4.7%
Real Estate
2.3%
Utilities
1.7%